Thomas Willis, CPA, MST, CFP

As their tax specialist, Tom offers over 20 years of experience in all aspects of individual and business taxes, including tax reporting, multi-state taxation, and tax reporting in a wide range of industries. He studies constantly to stay up to date with the most current tax changes, and has been known to read tax court rulings for fun. He is also well-versed in all other aspects of client services, and is a Certified Financial Planner offering consulting in retirement, estate planning and investment. He can help and advise you on tax planning, problems with the IRS or state agencies, and making the most of any tax benefits that may be available.